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Savvy Advisors Inc’s ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 MLPB Stock Holding History

Savvy Advisors Inc’s Portfolio MLPB Stock Details MLPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$635K Sell
21,878
-3,600
-14% -$99.9K 0.02% 586
2025
Q4 		$645K Sell
25,478
-1,320
-5% -$32.9K 0.02% 482
2025
Q3 		$670K Sell
26,798
-2,000
-7% -$51.4K 0.03% 358
2025
Q2 		$749K Sell
28,798
-1,300
-4% -$33.2K 0.05% 269
2025
Q1 		$835K Buy
30,098
+2,795
+10% +$75.9K 0.08% 195
2024
Q4 		$688K Buy
+27,303
New +$680K 0.08% 199

Other funds holding MLPB

CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MWM
Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Savvy Advisors Inc's MLPB Position: Q1 2026 in Review

Savvy Advisors Inc reduced its ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 (MLPB) stake by 14% in Q1 2026, selling an estimated $99.9K and leaving 21,878 shares worth $635K. The position accounts for 0.02% of the portfolio, ranked #586.

Savvy Advisors Inc first reported a position in MLPB in Q4 2024 and has held it in 6 quarters since. The position peaked at $835K in Q1 2025. 28 funds tracked by Wall St. Rank hold MLPB as of Q1 2026.

  • Savvy Advisors Inc held 21,878 shares of ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 worth $635K as of Q1 2026.
  • Savvy Advisors Inc sold 3,600 ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 shares in Q1 2026, an estimated $99.9K.
  • ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 made up 0.02% of Savvy Advisors Inc's portfolio in Q1 2026, its #586 holding.
  • Savvy Advisors Inc first reported a position in ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 in Q4 2024 and has held it in 6 quarters since.
  • Savvy Advisors Inc's ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 position peaked at $835K in Q1 2025.
  • 28 funds tracked by Wall St. Rank held ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.